Some of the content highlights discussed in Dr. Rosplock’s book include:

The role of the family office and private investors in direct investing is outlined, followed by a discussion of best practices and key considerations for these types of opportunities.

Covers early stage investing such as venture capital and seed investing as well as growth capital, buyouts, mezzanine financing, distressed investing, and real estate.

A three-phase process of direct investing is outlined for discovering and vetting, deploying, and ultimately exiting opportunities.

Barbell approach to direct investing and implications of having one or more core closely held businesses.

A framework for screening investments and the process for making investment decisions, including due diligence, writing an investment memo, and the investment committee decision-making process, is provided.

Series A Preferred stock sample term sheet containing commonly used terms associated with many typical direct investments

Guidelines for families who are new to investing in direct deals and for those who are more experienced in this asset class.

Case study of an actual mezzanine investment in a privately held company that generated a venture capital return with a debt instrument.

Real-life case studies and debriefs on the key lessons learned.

Engaging Millennials in the development of an impact investment strategy to help with training of the next generation of family members to be valuable contributors in the family’s investment decision process.

Introduction to Harvard Business School professor Hirotaka Takeuchi’s work on “knowledge creation” within an organization and MIT Sloan School of Management professor Peter Senge’s work on creating a “learning organization” and how this work can be applied to family offices.

A new framework, SCIE (Sustainable Cycle of Investing Engagement), is proposed that is an iterative and collaborative model designed to help experienced family office investors and those with little-to-no investment experience come together in the development of a new investing strategy

Several interviews and case studies of leading international investors and their top considerations.

In The Complete Direct Investing Handbook Dr. Rosplock and her contributing authors impart a wealth of global family office and investment expertise designed to educate affluent families and their professional advisors regarding the nuances of direct investing. This well researched new resource will prove to be an invaluable tool in navigating the rapidly growing field of direct investments.

The Complete Directing Investing Handbook is a wonderful and really the education needed in the family office world. I think we seek out direct investing to diversify risk while enhancing overall returns. However, with direct investing comes the challenges with sourcing the deals, screening the deals and doing proper due diligence, structuring the deals and then monitoring these investments. Your book touched upon all these areas will great educational direction for families to easily understand and use in their offices. The book also touched upon other areas such as millennial perspective and international regard which I felt was extremely helpful. I found the book very comprehensive, informative and a very useful source for our family office.

JULIO GONZALEZCEO,Julio Gonzalez – Single Family Office

Kirby Rosplock has written an extraordinarily comprehensive 'owner's manual' for family offices already, or seriously contemplating, investing directly in illiquid private markets. The book cogently sets forth not only the 'why' behind these families' desire to get closer to the source of private market returns, but importantly the 'how' to go about identifying, diligencing and structuring direct investments. Given the fast growing proportion of family office capital in direct private deals, this book's insights are exceptionally timely.

Tom MahoneySenior Managing Director,Tangent Capital Partners

Dr. Kirby Rosplock has created an indispensable resource for family offices seeking to invest in private equity. She explains how to analyze winners and avoid the pitfalls, and discusses the extensive due diligence required even after initial investment. This is the conclusive guide to direct investing, which provides investors with the information necessary to ascertain how to proceed. Rosplock has written the essential manual for what will be a major investment trend for family offices in the years to come.

Howard CooperPrivate Investor,

The world’s best and brightest family offices are devoting ever more capital to direct investing. Now is the critical time for advisors, CIOs, and family members to share a common understanding on how to source, screen, diligence, structure, monitor, and harvest direct investments. Dr. Rosplock’s handbook provides the roadmap.

Brian SmigaPartner & Co-founder,Alpha Venture Partners

There are many good books and articles about private investing in general but few that tackle the topic from the unique lens of the family office. Family offices have advantages and constraints relative to other institutional investors. They need to be understood. Kirby Rosplock’s book should be read by both family members and professional managers to better understand how to craft and advance a direct investment program.

Sam AltmanPresident,Joddes Limited
Montreal, Canada

The family office space has long needed a comprehensive introduction to direct investing for non-specialists—which it now has thanks to Rosplock and her co-authors. A great place to start.

Grant Kettering5th Generation Member of Kettering Family,

Kirby Rosplock's "The Complete Direct Investing Handbook" is a must read for anyone interested in direct investing. With key insights reinforced by practical case studies from noted experts in the field, this is an essential guide for current and potential direct investors.

The Complete Family Office Handbook

The Complete Family Office Handbook details how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions. Find out what aspects of the family office are right for you and your clients.

Comparing women and men’s approach to managing family wealth (with women comprising 11% of UHNW individuals in the world)

Differences among men and women when it comes to wealth transfer and legacy intentions

Family entrepreneurship and the family bank

Globalization of the family office

The Complete Family Office Handbook is an important resource on the opaque world of the single family office. Comprehensive and easy to read, the book incorporates the views of many thought leaders on diverse topics from the importance of a family office vision to the current legal and compliance standards for the single family office. Those who are new to family offices and those of us who have worked in the field for decades will use it as a valuable reference for issues and ideas.

KATHRYN M. McCARTHYDirector,The Rockefeller Trust Company, N.A. and an independent advisor to families and family offices

Kirby blends leading industry research, real world case examples and best practices to architect the first book to comprehensively outline the infrastructure, costs and considerations for building and sustaining a world class family office. My hat is off to her.

JOHN BENEVIDESPresident,CTC Consulting | Harris myCFO

Kirby Rosplock expertly captures the complexities of the practical and emotional choices that affluent families and their advisors face.

SUSAN REMMER RYZEWICPresident and CEO,EHR Investments, Inc.

Most wealth books are written for managers and contain lots of details but no sense of the daily life and concerns of the people who are to be served. This Handbook is one of a kind—written for real concerned and want-to-know people. The book starts not with concepts but with concerns and offers clear ideas about what to do, laced with details about real families managing the dilemmas of great wealth and an expanding family. There are few such families, but this handbook is for every family member of such families.

DENNIS T. JAFFE, PhDProfessor of Organizational Systems and Psychology,Saybrook University

The Complete Family Office Handbook captures the essence of today’s family office and paves the way to best practice for every family and advisor entrusted with sustaining generational wealth. Kirby has written what is sure to be an industry classic.

SARA HAMILTONFounder and CEO,Family Office Exchange

Kirby Rosplock dedicated a year of her life to writing this book and it shows. This is the must-have book for anyone dealing with high levels of wealth—it will support wealth holders as well as wealth advisors and service providers in creating the most efficient structure possible for handling and preserving a high net worth person or family’s financial and human assets. Rosplock and her collaborators clearly demonstrate their command of the subject and why they are globally known to be at the top of this industry.

Dr. Kirby Rosplock is an expert on the family office and a recognized researcher, innovator, advisor, scholar, educator, and well-respected speaker around the globe on family wealth, family office and family business. She is founder and CEO of Tamarind Partners, a consulting firm that advises family offices, ultra-high net worth investors and the wealth management industry. For nearly a decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, one of the most prominent multi-family offices in the U.S. She understands firsthand the opportunities and challenges of family wealth as a fourth generation family business owner, board member, and co-trustee of her family's foundation.

“The Complete Family Office Handbook is an important resource on the opaque world of the single family office. Comprehensive and easy to read, the book incorporates the views of many thought leaders on diverse topics from the importance of a family office vision to the current legal and compliance standards for the single family office. Those who are new to family offices and those of us who have worked in the field for decades will use it as a valuable reference for issues and ideas.”

KATHRYN M. McCARTHYDirector,The Rockefeller Trust Company, N.A. and an independent advisor to families and family offices

“The Complete Family Office Handbook captures the essence of today’s family office and paves the way to best practice for every family and advisor entrusted with sustaining generational wealth. Kirby has written what is sure to be an industry classic.”

SARA HAMILTONFounder and CEO,Family Office Exchange

“Kirby Rosplock dedicated a year of her life to writing this book and it shows. This is the must-have book for anyone dealing with high levels of wealth—it will support wealth holders as well as wealth advisors and service providers in creating the most efficient structure possible for handling and preserving a high net worth person or family’s financial and human assets. Rosplock and her collaborators clearly demonstrate their command of the subject and why they are globally known to be at the top of this industry.”

“There are many good books and articles about private investing in general but few that tackle the topic from the unique lens of the family office. Family offices have advantages and constraints relative to other institutional investors. They need to be understood. Kirby Rosplock’s book should be read by both family members and professional managers to better understand how to craft and advance a direct investment program. ”

Sam AltmanPresident,Joddes Limited
Montreal, Canada

“In The Complete Direct Investing Handbook Dr. Rosplock and her contributing authors impart a wealth of global family office and investment expertise designed to educate affluent families and their professional advisors regarding the nuances of direct investing. This well researched new resource will prove to be an invaluable tool in navigating the rapidly growing field of direct investments.”

“Kirby blends leading industry research, real world case examples and best practices to architect the first book to comprehensively outline the infrastructure, costs and considerations for building and sustaining a world class family office. My hat is off to her.”

JOHN BENEVIDESPresident,CTC Consulting | Harris myCFO

“The family office space has long needed a comprehensive introduction to direct investing for non-specialists—which it now has thanks to Rosplock and her co-authors. A great place to start.”

Grant Kettering5th Generation Member of Kettering Family,

“Dr. Kirby Rosplock has created an indispensable resource for family offices seeking to invest in private equity. She explains how to analyze winners and avoid the pitfalls, and discusses the extensive due diligence required even after initial investment. This is the conclusive guide to direct investing, which provides investors with the information necessary to ascertain how to proceed. Rosplock has written the essential manual for what will be a major investment trend for family offices in the years to come. ”

Howard CooperPrivate Investor,

“The Complete Directing Investing Handbook is a wonderful and really the education needed in the family office world. I think we seek out direct investing to diversify risk while enhancing overall returns. However, with direct investing comes the challenges with sourcing the deals, screening the deals and doing proper due diligence, structuring the deals and then monitoring these investments. Your book touched upon all these areas will great educational direction for families to easily understand and use in their offices. The book also touched upon other areas such as millennial perspective and international regard which I felt was extremely helpful. I found the book very comprehensive, informative and a very useful source for our family office.”

JULIO GONZALEZCEO,Julio Gonzalez – Single Family Office

“Most wealth books are written for managers and contain lots of details but no sense of the daily life and concerns of the people who are to be served. This Handbook is one of a kind—written for real concerned and want-to-know people. The book starts not with concepts but with concerns and offers clear ideas about what to do, laced with details about real families managing the dilemmas of great wealth and an expanding family. There are few such families, but this handbook is for every family member of such families. ”

DENNIS T. JAFFE, PhDProfessor of Organizational Systems and Psychology,Saybrook University

“Kirby Rosplock has written an extraordinarily comprehensive 'owner's manual' for family offices already, or seriously contemplating, investing directly in illiquid private markets. The book cogently sets forth not only the 'why' behind these families' desire to get closer to the source of private market returns, but importantly the 'how' to go about identifying, diligencing and structuring direct investments. Given the fast growing proportion of family office capital in direct private deals, this book's insights are exceptionally timely.”

Tom MahoneySenior Managing Director,Tangent Capital Partners

“Kirby Rosplock expertly captures the complexities of the practical and emotional choices that affluent families and their advisors face.”

SUSAN REMMER RYZEWICPresident and CEO,EHR Investments, Inc.

“The world’s best and brightest family offices are devoting ever more capital to direct investing. Now is the critical time for advisors, CIOs, and family members to share a common understanding on how to source, screen, diligence, structure, monitor, and harvest direct investments. Dr. Rosplock’s handbook provides the roadmap.”

Brian SmigaPartner & Co-founder,Alpha Venture Partners

“Kirby Rosplock's "The Complete Direct Investing Handbook" is a must read for anyone interested in direct investing. With key insights reinforced by practical case studies from noted experts in the field, this is an essential guide for current and potential direct investors. ”